Search results by user ID 5474

Existing Customer Contacts List

LAppeal — Fri, 17 Feb 2012 22:32:38 GMT

The filter does not work when selecting 'My Active Customers...' although the customers are assigned to specific sales reps. The filter only works when a 'Shared Customer' option is selected.

How should I go about correcting the problem?

Nia

Re: Problem Sending Email

LAppeal — Fri, 06 Jan 2012 19:53:01 GMT

Oh gosh! I was able to send it now. I was trying to make it more complicated than it was.

Have a good day Michael!

Re: Problem Sending Email

LAppeal — Fri, 06 Jan 2012 18:59:53 GMT

Hi Michael,

Yes, inside of the Show Message action I put "Credit Memo Saved. 1 Email Sent!", but the message never showed. Perhaps the issue is that I literally copied the actions from the Invoice's Save & Email button. Maybe I should have just started from stratch. Can you point me in the direction where I can find out how to send an email or can you share the basic actions necessary to send an email?

Nia

Re: Problem Sending Email

LAppeal — Fri, 06 Jan 2012 17:45:34 GMT

Hi Michael,

I put a Show Message action inside the loop and it did not show, so I know I have a problem somewhere. Also, I tried to watch the webinar:

Advanced Actions: Looping and Conditional Statements

Actions including: loop through table, send email, conditional statements

Although it states that it goes over how to send email, the topic was never addressed. Is there a webinar that covers how to send emails? I really want to learn how to do this for myself. :)

Nia

Problem Sending Email

LAppeal — Fri, 06 Jan 2012 02:15:07 GMT

Hi,

I customized our Credit Memo with the option to 'Save & Email' and it is not sending an email. My first error was that Method was not finding the email template to send. Then, after fixing that, I click the button, but it still does not send. Any idea where the problem is located?

My Actions:

Save All Sections		Move
	Retrieve Value From Table		Move
	Retrieve Value From Table		Move
	Retrieve Value From Table		Move
	Retrieve Value From Table		Move
	Assign Value to Action Result	Assign resultEmailNotification	Move
	Start Conditional Statement	If Email Notification is checked then	Move
	Retrieve Value From Table	Get resultEmailTemplate	Move
	End Conditional Statement	End If	Move
	Start Conditional Statement	If resultEmailTemplate is empty then	Move
	Retrieve Value From Table	Get the default 'Credit Memo Notification' templat...	Move
	End Conditional Statement	End if	Move
	Conditional Warning	Exit if there is still no valid email template set	Move
	Start Conditional Statement	If To email notification is checked then	Move
	Retrieve Value From Table	Get resultEmailSubject	Move
	Retrieve Value From Table	Get resultEmailBody	Move
	Retrieve Value From Table	Get resultEmailCC	Move
	Retrieve Value From Table	Get resultEmailBCC	Move
	Retrieve Value From Table	Get resultEmailFrom	Move
	End Conditional Statement	End If	Move
	Start Conditional Statement	If resultEmailFrom is empty then	Move
	Assign Value to Action Result	Assign resultEmailFrom as the user logged in	Move
	End Conditional Statement	End if	Move
	Start Loop Through Table	Loop through this customer's contacts where IsOptO...	Move
	Assign Value to Action Result	Get resultContactEmail	Move
	Character Function	Build a resultEmailBodyContact specifically with t...	Move
	Send Email		Move
	End Loop Through Table	End Loop	Move
	Start Conditional Statement	If Is Opened in Popup is YES then	Move
	Show Message	Show Message Email Sent	Move
	Assign Value to Action Result	DISPLAY SUCCESS MESSAGE	Move
	Close Pop Up Screen	Close the Popup	Move
	Stop Processing More Actions	Exit	Move
	End Conditional Statement	End

Thanks!

Re: Designer Report Issue

LAppeal — Fri, 30 Dec 2011 00:25:39 GMT

Perfect, Thanks!

Re: Designer Report Issue

LAppeal — Thu, 29 Dec 2011 20:24:18 GMT

http://www.flickr.com/photos/73123063@N06/6595938919/ --- The Invoice Screen

http://www.flickr.com/photos/73123063@N06/6595939093/ --- The Invoice Print Preview

Designer Report Issue

LAppeal — Thu, 29 Dec 2011 20:18:46 GMT

I am having two issues between the invoice screen and what the print out looks like.

1) How do I get rid of the time stamp from the selected date

2) How do I set up the proper decimal places in the the Payments/Credit

Thanks!